UBS Group’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

UBS Group’s Portfolio XHLF Stock Details XHLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70K	Sell	1,391 -8	-0.6%	-$402	﹤0.01%	7189
2025 Q4	$70.3K	Buy	+1,399	New	+$70.4K	﹤0.01%	7067
2025 Q3	–	Sell	-1,988	Closed	-$100K	–	11018
2025 Q2	$100K	Sell	1,988 -3,824	-66%	-$192K	﹤0.01%	7238
2025 Q1	$293K	Buy	+5,812	New	+$292K	﹤0.01%	6266
2024 Q4	–	Sell	-2,772	Closed	-$140K	–	10475
2024 Q3	$140K	Buy	2,772 +1,281	+86%	+$64.4K	﹤0.01%	6116
2024 Q2	$75K	Sell	1,491 -4,231	-74%	-$212K	﹤0.01%	6379
2024 Q1	$288K	Buy	5,722 +4,654	+436%	+$234K	﹤0.01%	5598
2023 Q4	$53.6K	Buy	+1,068	New	+$53.6K	﹤0.01%	6498
2023 Q1	–	Sell	-394	Closed	-$19.7K	–	10483
2022 Q4	$19.7K	Buy	+394	New	+$19.7K	﹤0.01%	7662

Other funds holding XHLF

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

UBS Group's XHLF Position: Q1 2026 in Review

UBS Group reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 0.57% in Q1 2026, selling an estimated $402 and leaving 1,391 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #7189.

UBS Group first reported a position in XHLF in Q4 2022 and has held it in 9 quarters since. The position peaked at $293K in Q1 2025. 123 funds tracked by Wall St. Rank hold XHLF as of Q1 2026.

UBS Group held 1,391 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $70K as of Q1 2026.
UBS Group sold 8 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q1 2026, an estimated $402.
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7189 holding.
UBS Group first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q4 2022 and has held it in 9 quarters since.
UBS Group's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $293K in Q1 2025.
123 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.